William Donald Sullivan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Osaic Wealth Inc
  Green Bay, WI
• 06/2017 → 12/2018
  Festival Foods
  Green Bay, WI
• 06/2019 → 08/2019
  Green Bay Parks Department
  Green Bay, WI
• 07/2020 → 08/2020
  Service First Staffing
  Green Bay, WI
• 05/2021 → 08/2021
  Wisconsin Public Service
  Green Bay, WI
• 02/2022 → 10/2022
  Benefit Advisors Insurance Agency
  La Crosse, WI
• 04/2023 → 05/2026
  Stifel
  La Crosse, WI
• 08/2015 → 05/2019
  Notre Dame Academy
  Green Bay, WI
• 09/2019 → 05/2023
  University Of Wisconsin La Crosse
  La Crosse, WI
• 11/2022 → 03/2023
  Unemployed
  La Crosse, WI

Previous Registrations

• 2024-05-02 → 2026-06-10
  Stifel, Nicolaus & Company, Incorporated
  La Crosse, WI

Other Businesses

1. Wisconsin department of Financial Institutions; 4822 Madison Yards Way Madison WI 53705; Government agency; Wisconsin Public Notary Agent; Notarizing documents; 01/31/2025; 1 hr/month; During security trading hours; Not Investment-Related

Exams

• S66 Uniform Combined State Law Examination
  2024-05-01

Other Names

• William Sullivan